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Our client offer a boutique Wealth Management service and provide bespoke financial soultions to High Networth individulas and businesses. An opportunity is now available for an IFA Administrator to join a growing and dynamic business. This individual will be assisting two advisers, so they will need to have previous experience working in a fast paced environment.
Responsibilties:
- Appointment Emails - Confirming appointments, and liaising with adviser to prepare for the meetings
- Client term of Business - Ensuring clients have completed our company terms of business
- Client servicing request - Amendments to client details, address, income and contributions
- New Business Processing - Processing all new business, including updating back office-system, and working on various provider platforms to ensure smooth running
- Withdrawal processing - Processing of all client withdrawals, liaising with clients, advisers, providers, ensuring the accurate processing of all the requests
- Bed &ISAs - Submitting and finalising Bed &ISA across numerous provider platforms
- Death claims - Dealing with all death claims, liaising with advisers, providers, executors
- Liaising with clients - Direct communuication with clients,via phone,email and at times,face to face
- Provider communications - Daily communications with numerous providers via phone, email, & platforms
- Smart Search - Processing smart search request for client records
- Adviser Support - Supporting advisers for numerous ad hoc requests,queries
- Liaising with teams - Internal team communications
Skills and Experience
- Excellent organisation skills
- Able to communicate effectively
- Effective time management
- Experience of provider platforms
- Take responsibility for managing own workload
- Can work independently and as part of a wider team
For more information please contact one of our specialist consultants quoting reference NJR15289
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